Nuvision Federal Credit Union is a member-owned financial institution based in Southern California, serving individuals and businesses through retail and commercial banking services. Its offerings include checking and savings accounts, IRAs, certificates, credit cards, insurance, and lending for vehicles, homes, education, personal needs, and commercial activity. Members can also use digital banking features such as mobile deposit, Zelle, and an AI-powered phone assistant, alongside branch, ATM, and online access. The credit union also provides financial wellness resources focused on helping members manage their finances.
Remote Member Contact Center Representative
Serve credit union members remotely in Alaska, Arizona, Nevada, Texas, and Wyoming. Handle transactions, account maintenance, online banking support, and product recommendations.
Description
- Deliver member service through phone, email, web, mail, and fax channels
- Process deposits, withdrawals, account inquiries, card and credit transactions, loan payments, and basic online banking support
- Support depository and lending products while meeting established cross-selling goals
- Complete member transactions accurately, efficiently, and on time
- Assess member needs, recommend solutions, and follow up on pending transactions
- Recommend relevant products and ancillary services
- Open Savings, Checking, Money Market, Trust, Certificate, and IRA accounts
- Prepare and complete account forms and agreements
- Maintain accounts by processing address and name changes, ownership and beneficiary updates, closures, deceased-account requests, and notary services
- Recognize and report suspicious behavior and suspected fraud
- Complete required training and compliance modules
- Contribute to continuous improvement initiatives
- Protect confidential member and sensitive information
- Represent the credit union with professionalism and a positive attitude
- Perform other related duties as assigned
Requirements
- At least one year of retail experience with a record of meeting or exceeding service and sales targets
- Basic knowledge of financial products and services
- Professional verbal communication and telephone etiquette
- Proficiency with computers and Microsoft Word, Outlook, and Excel, plus remote signing and webcam operation
- Strong follow-up skills
- Excellent interpersonal abilities, including active listening and anticipating member needs
- Strong written communication, including email grammar and spelling
- Member service and organizational skills
- Ability to collaborate effectively with other departments as a team member
- Empathetic, caring approach and genuine interest in helping members through meaningful conversations
- Motivation to make a positive difference
- Personable and professional demeanor
- High school diploma or equivalent
Benefits
- Sign-on bonus may be available to eligible external applicants
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Flexible spending account
- 401(k) matching
- Paid time off
- Training provided
- Tuition reimbursement